The setting up of the Plans module start with the creation of the Types that will be used to categorize your projects and programs. Types will be used at the moment of the creation of the project/program.

Program: the collective of project that share the same goal.

Project: temporary effort employed to create a new product, service, or particular result.

On the Types tab, click on add.

To create a Type, the following fields must be filled in:

After filling in the fields, click Save

Your new Type has been created and will now be listed among the other ones in the Types tab.